Waverly Advisors, LLC
Position in AIRR — First Trust RBA American Industrial Renaissance ETF
CIK 1568787
BIRMINGHAM, AL
Position in AIRR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,900,811
+$1,067,058 QoQ
Shares Held
14,265
+68.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#80
of 170 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AIRR Over Time
Shares Held
Position Value (USD)
All Filings in AIRR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,900,811 | 14,265 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $833,753 | 8,480 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||